Tomek Bogunowicz

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Tomek Bogunowicz

Tomek Bogunowicz

@bogunowicz

Alpha for AI, Robotics & Bitcoin | My fav picks: $TSLA $BTC $SOL $MSTR $HIMS $HOOD $MTPLF $LMND $OPEN $PLTR $CRCL $ONDS $MU

Katılım Aralık 2020
594 Takip Edilen564 Takipçiler
Sabitlenmiş Tweet
Tomek Bogunowicz
Tomek Bogunowicz@bogunowicz·
I am watching the price of oil like a hawk. A barell price over $100 could send the fragile improving economic outlook back into a downward spiral. If the war is prolonged (over four weeks), it will drive inflation, causing central banks to pause rate hikes. Paused or even higher interest rates would push us into a global risk-off environment. Good for gold, bad for crypto and high-beta stocks.
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Michel de Guilhermier
And as for the year-to-date : Singapore +267% Hong Kong +154% Romania+125% France +109% Norway +61% Denmark +55% Sweden +54% Australia +50% Spain +29% Belgium +26% Italy +24% Portugal +18% Ireland +3% Switzerland -15% NL -18% It's just getting started.
Tsla Chan@Tslachan

$TSLA More data is being released on Tesla's April sales in Europe. 🇫🇷 France : +112.2% 🇧🇪 Belgium : +46.3% 🇸🇪 Sweden : +111.3% 🇳🇱 Netherlands : +22.8% 🇦🇹 Austria : +26.5% 🇨🇭 Switzerland : +15.5% 🇩🇰 Denmark : +101.7% 🇪🇸 Spain : -47.3% 🇵🇹 Portugal : -32.8% 🇳🇴 Norway : -71.2% 🇮🇹 Italy : -5.4%

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Plan C
Plan C@TheRealPlanC·
🚨 Important Point: Bitcoin Let me remind you again, like I said two months ago. Bitcoin has NEVER had its FULL, complete bull market EVER while the PMI was below 50 the whole time. It's wild that people honestly think Bitcoin will correct 50% from here... It's not 2015, people. We're talking about a completely different asset. Bitcoin also doesn't follow the 4-year cycle. It never has. It has always followed the business cycle, and once again it is. Like clockwork.
Plan C tweet media
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Tesla Yoda
Tesla Yoda@teslayoda·
❤️‍🔥 HR Update: Tesla is hiring Robotaxi Field Response Specialists in Doral, Florida and Las Vegas, Nevada. These are the same roles it staffed in Dallas and Houston ahead of launch—Robotaxi service looks imminent, and these states could be next.
Tesla Yoda tweet media
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Tesla Yoda
Tesla Yoda@teslayoda·
❤️‍🔥HR Update: Terafab just added two more Sr. Process Engineering roles: Dielectric Deposition and Epitaxy. That brings total active hiring to ~20 roles.
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Daniel Lacalle
Daniel Lacalle@dlacalle_IA·
Core US Factory Orders Soar In March To Best Yearly Growth Since November 2022
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First Squawk
First Squawk@FirstSquawk·
Danish company Maersk says one of its ships has exited the Strait of Hormuz under U.S. escort.
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Shay Boloor
Shay Boloor@StockSavvyShay·
$PLTR ABSOLUTELY DESTROYED THEIR EARNINGS • Revenue $1.63B vs Est. $1.54B • EPS $0.33 vs Est. $0.24 • US Commercial: $595M (+130% YoY) FY26 Guidance • Revenue $7.64B vs Est. $7.28B (+71% YoY)
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Mike
Mike@MikeLongTerm·
BREAKING $HIMS| MASSIVE $17m Purchase🚀 13F Filing- Principal Financial Group($1.8 Trillion Fund) bought 632,282 $HIMS shares or 97.28% increase. Total Holding: 1,282,266 shares I guess short sellers keep reporting my $HIMS 13F for no reason. What are you reporting exactly 🤣
Mike tweet media
Mike@MikeLongTerm

BREAKING $HIMS| Largest Michigan Pension Bought🚀 13F Filing- State Of Michigan Retirement System ($113B Fund) bought 280,900 $HIMS shares. Total Holding: 2,338,600 shares So the biggest Michigan Pension Fund disagreed with short sellers.

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Fundamental Investing
Fundamental Investing@Investinc_Intel·
$HIMS LAUNCHED IT’S APP IN CANADA!
Fundamental Investing tweet media
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Tesla Yoda
Tesla Yoda@teslayoda·
Tesla likely have acquired 5,000 FSD Subscribers in the Netherlands in the first month. 20,000 km/year ≈ 1,667 km/month per driver 10,000,000 km ÷ 1,667 km ≈ ~6,000 drivers Early adopters tend to drive more than average. First-month usage is usually elevated (novelty + testing).
Tesla Europe, Middle East & Africa@teslaeurope

Tesla owners in the Netherlands have driven 10 million km on FSD Supervised in under a month! Thank you for making Dutch roads safer 🤝

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Tesla Europe, Middle East & Africa
Tesla owners in the Netherlands have driven 10 million km on FSD Supervised in under a month! Thank you for making Dutch roads safer 🤝
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Joe Tegtmeyer 🚀 🤠🛸😎
Cybercabs continue to be made at relatively small numbers this early Monday, with between 25 & 30 located around the site including the factory exit point & the outbound lot. We have been seeing many of these being transported away from the factory over the past week, with lots of images of them on roads, supercharging & even shopping in the surrounding area. Good sign that these are helping to prepare for Cybercab entry into the @robotaxi fleet soon 🤞.
Joe Tegtmeyer 🚀 🤠🛸😎 tweet mediaJoe Tegtmeyer 🚀 🤠🛸😎 tweet mediaJoe Tegtmeyer 🚀 🤠🛸😎 tweet media
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Open Source Intel
Open Source Intel@Osint613·
IMPORTANT: UKMTO says a new U.S. security corridor is now in place in the Strait of Hormuz, directing vessels to sail south of the old traffic lanes, closer to Oman’s coast, following President Trump’s launch of “Project Freedom.”
Open Source Intel tweet media
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Hims House
Hims House@himshouse·
🚨 BREAKING: $HIMS CEO Andrew Dudum replies "Message me" to Conor Neu after Neu says he's personally invested in a company that can predict heart attack risk within 12 months with 86% certainty Neu says the company has "unreal value" but is "weak at scaling" Company is Prevencio
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
Tesla’s Unsupervised Model Y Robotaxis are now operating at night in Austin! Also worth noting: today set a new high for new Unsupervised vehicle sightings, with 7 new Unsupervised Model Ys spotted across Dallas, Houston, and Austin. Tesla continues to only operate Unsupervised vehicles in Dallas (5) and Houston (6).
Robotaxi Tracker@RtaxiTracker

Tesla Robotaxi in Austin is operating unsupervised in the evenings for the first time today. Previously in Austin, unsupervised operation ended mid-afternoon

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Cashflow King
Cashflow King@cashflow_king94·
$CAT is not a digger company anymore... They're literally powering AI. Most people have no idea that Caterpillar owns Solar Turbines - one of the biggest gas turbine manufacturers on the planet, Over 17,000 turbines operating across 100 countries. And right now every data centre being built needs power that the grid can't provide... So what do they do? They go to $CAT. Just look at the deals this year... 2GW of natural gas generators for the Monarch Compute Campus in West Virginia - One of the biggest AI data centre projects in America, Deliveries starting September this year. 2.1GW deal with ProPetro's power division - Five year agreement. A 500MW prime power project with OnePWR launching this year. A gigawatt-scale AI campus in Utah. They're more than doubling their gas turbine manufacturing capacity... More than doubling their large engine capacity... Their engine manufacturing capacity for data centres is up 125% since 2023... Actual words on their website? "Speed to power. We can deliver complete generation packages faster than most any other technology." $51 billion backlog For god sake!!! Power and energy is their fastest growing segment. Sales up 37% last quarter. This is the AI trade nobody talks about. Not chips. Not software. The gas turbines keeping the lights on underneath it all. OPEN YOUR EYES... I own $CAT at 7.5% and honestly wish I had more. Are you paying attention to the infrastructure underneath AI?
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Tesla
Tesla@Tesla·
Over 10 billion miles driven on FSD Supervised tesla.com/fsd/safety
Tesla tweet media
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Cole Grinde
Cole Grinde@GrindeOptions·
Another 3 more $TSLA fully unsupervised Robotaxis have been added to the fleet. That makes a total of 6 new vehicles added today. HOLY SMOKES!
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
It's confirmed, the third one is Unsupervised. That brings Tesla's total Unsupervised Model Y robotaxi fleet to 29 (from 26). • Austin: 20 • Houston: 5 • Dallas: 4 (via @RtaxiTracker)
Sawyer Merritt tweet media
Sawyer Merritt@SawyerMerritt

Another day, another Robotaxi. Tesla has two new Unsupervised Model Y robotaxis to its fleet, one in Dallas and this in Houston. There might be a third as well, in Houston, just need to confirm it's Unsupervised (it likely is).

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